Refresh account activity (for multiple accounts at once)

Updating QB Balances and History

These selections are designed so that you may refresh a manageable number of members at one time - - selecting either sequential groups of members or selecting only specific members as desired. Described below are the basic steps but you will find specific examples in the next section.

1.	Click QuickBooks in the left-hand menu bar.

To access the selections in the QuickBooks module requires Financial or Administrator level permissions. To modify permission levels, select Chamber Employees/Reps from the Setup module.

2.	Click the Synchronization tab.

3.	Click Read Current Invoice and Payment History: All Members found at the bottom of the screen.

4.	Make any desired selections.

5.	Click Refresh Selected Members.

Figure 7-11 Read Current Invoice and Payment History: All Members